This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Fidelity/NFS
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-12-2013
- Office Locations
- 1
Office Locations
About Fama Fiduciary Wealth LLC
FAMA Fiduciary Wealth is a Rochester, NY RIA providing financial planning and discretionary portfolio management with a capital-preservation, risk-managed approach designed to participate in up markets and limit large drawdowns. Serves individuals including entrepreneurs, pairing portfolio construction with tax, estate and insurance planning. Differentiator: transparent fee-only fiduciary advice with no products to sell; custody includes Fidelity/NFS.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
ANDREW JOHN FAMA
Chief Compliance Officer, Managing Member, Owner
- CRD
- #4641959
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $99,876,488 | $477,878 |
| Non-Discretionary | $0 | -- |
| Total | $99,876,488 | $477,878 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Municipal Bonds | Available | Available |
| Total | Available | Available |
Continue browsing